+111.3%
CCEP vs SIRI
-22.7%
+134.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.4% |
| 7D | +2.1% | -1.7% | +3.8% | +2.2% |
| 30D | +10.6% | +21.1% | -10.5% | +9.5% |
| 3M | +10.3% | +14.7% | -4.4% | +9.5% |
| 6M | +31.1% | +22.9% | +8.2% | +29.7% |
| YTD | +32.1% | +65.7% | -33.6% | +28.8% |
| 1Y | +32.8% | +53.5% | -20.6% | +30.0% |
| 3Y | +111.3% | -23.0% | +134.3% | +111.6% |
| All | +111.3% | -22.7% | +134.0% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SIRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling